Actinogen Medical Limited · ASX:ACW
Actinogen Medical — Shareholder Meeting (November 2017)
22 slides from Actinogen Medical's shareholder meeting presentation, Nov 29, 2017
Slide 1: Actinogen Medical AGM
For personal use only Actinogen Medical AGM Dr Bill Ketelbey CEO November 29th 2017
Slide 2: Disclaimer
Disclaimer For personal use only This presentation has been prepared by Actinogen Medical Limited. (“Actinogen” or the “Company”) based on information available to it as at the date of this presentation. The information in this presentation is provided in summary form and does not contain all inform
Slide 3: 2017 highlights
For personal use only 2017 highlights 3 Actinogen Medical AGM
Slide 4: Selected highlights 2017
Selected highlights 2017 For personal use only Capital Raise • Successfully raised $5.28m in a placement to sophisticated investors • Subscription of 132m fully paid ordinary shares at $0.04 per share • Proceeds fully fund XanADu Announcements on XanADu interim analysis 29 November 2017 • Efficacy a
Slide 5: Selected highlights 2017
Selected highlights 2017 For personal use only XanADu Key data publications/presentations • XanADu regulatory approval – FDA (Jan.), MHRA • CTAD – San Diego Dec 2016 (Feb.), TGA (March) • Publication of Xanamem human trial data - Webster • XanADu first patient treated in Australia in May et al Jan 2
Slide 6: Selected highlights 2017 - Actinogen Board
Selected highlights 2017 For personal use only Actinogen Board Dr. Geoff Brooke Dr. George Morstyn Dr. Bill Ketelbey Chairman Non-Executive Director CEO and Managing Director (commences 1 Dec 2017) Recruitment of Dr. Geoff Brooke as Chairman Dr. Bill Ketelbey and Dr. George Morstyn as NED from appoi
Slide 7: Selected highlights 2017
Selected highlights 2017 For personal use only BD and IR Xanamem – well positioned Grants • Significant media – • A growing, medically unsatisfied market: Alzheimer's now • R&D Tax Rebate: $1.2m Channel 9, Newscorp the leading cause of death in Australian women, and • EMDG grant $45,000, etc. second
Slide 8: Selected highlights 2017
Selected highlights 2017 2.9m For personal use only Total audience reach 8 Actinogen Medical AGM
Slide 9: 2018 outlook
For personal use only 2018 outlook 9 Actinogen Medical AGM
Slide 10: Outlook 2018
Outlook 2018 For personal use only XanADu Xanamem • Fully funded to complete XanADu in Q2 2019, with a • Potential additional studies to enhance the Xanamem good capital runway beyond data set, including diabetes cognitive impairment, • Interim efficacy and safety data analysis of first 50 disease m
Slide 11: Xanamem
For personal use only Xanamem 11 Actinogen Medical AGM
Slide 12: Xanamem
Xanamem For personal use only • A novel, first in class, potent, orally bioavailable, brain-penetrant, 11βHSD1 inhibitor • Differentiated mechanism of action: blocking cortisol production in the brain • Symptomatic and disease modifying effects in vivo • Well-tolerated – dosed >100 patients/subjects
Slide 13: Mechanism of action
Mechanism of action Xanamem binds to 11βHSD1, reducing brain cortisol production For personal use only 13 Actinogen Medical AGM
Slide 14: Symptomatic and disease modifying effects in mouse models
Xanamem Symptomatic and disease modifying effects in mouse models For personal use only Cognition: treatment 28 days Amyloid Clearance: treatment 28 days Control 43 ± 21 Control 38 ±3 Treatment Treatment p=0.004 172 ± 28 p=0.01 22 ±5 0 50 100 150 200 250 0 10 20 30 40 50 Latency to enter dark compar
Slide 15: XanADu
For personal use only XanADu 15 Actinogen Medical AGM
Slide 16: XanADu – Xanamem in Alzheimer's disease
XanADu – Xanamem in Alzheimer's disease Phase II double blind, randomised, placebo-controlled study to assess the efficacy and For personal use only safety of Xanamem in participants with mild Alzheimer's disease* • 44 patients enrolled (25% of total study cohort) and first 6 patients already comple
Slide 17: Investment potential
For personal use only Investment potential 17 Actinogen Medical AGM
Slide 18: Recent comparable deals
Recent comparable deals Assets with Alzheimer’s disease as the lead indication For personal use only Deal Value Upfront Licensee/acquirer Licensor/acquired Year Candidate Phase (US$M) (US$M) Allergan Heptares Therapeutics 2016 Three M1/M4 agonists Ph I $3,340 $125 Janssen AC immune 2015 ACI-35 Ph Ib
Slide 19: Peer comparison
Peer comparison For personal use only What big pharma 2000 companies are paying 1800 for acquisition of drug 1600 developers in the VALUE US$ MILLIONS 1400 X Alzheimer’s space 1200 1000 800 X 600 X 400 200 0 PH I PH II PH III 19 Actinogen Medical AGM
Slide 20: In closing...
For personal use only In closing... 20 Actinogen Medical AGM
Slide 21: Summary
Summary For personal use only A huge market with a significant unmet medical need Xanamem XanADu • Differentiated with a novel mechanism of action • Fully funded to completion • Small molecule - oral • Early data readout from interim analysis • High quality development plan and regulatory review • O
Slide 22: Dr. Bill Ketelbey, CEO & Managing Director
For personal use only Dr. Bill Ketelbey CEO & Managing Director ☏ Main: +61 2 8964 7401 ✉ Email: bill.ketelbey@actinogen.com.au www.actinogen.com.au
Actinogen Medical — Shareholder Meeting (November 2017) on 6ix